Customer Journey Best Practices 2020


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No two customers are alike, their needs, motivations, purchase triggers and expectations are very distinct. To influence and impact the digital-savvy customer today, it is important to understand the underlying experiences that influence their actions. How could one ascertain what guides a certain customer behavior? Well, it’s not as difficult as it’s presumed to be. Customer Journey maps can be integral in understanding why a customer spends so long on a certain platform or feature or takes several steps to transition from Point A to B, while it should ideally take one. A customer journey is very specific to the experiences customers have.

What is a Customer Journey Map?

A customer journey map is a visual representation of the processes a customer goes through with the enterprise to achieve a certain goal. It encompasses all the interactions across all devices, channels, and touchpoints through every stage of the customer lifecycle – right from awareness to brand loyalty. It is one of the most effective ways to assess the needs, motivations, and aspirations of customers and how they feel about the brand or product.

So how does one go about creating a customer journey map that perfectly aligns with their core target audience?

The crucial first step is to gather inputs and insights from customers and prospects with the help of surveys, social media and website analytics, interaction analytics, product and service reviews, one-on-one interviews with buyers, and the like. While the process might seem extensive and exhaustive, it’s most definitely worthwhile.

The Approach

In its most fundamental form, customer journey mapping begins with compiling a series of user goals and actions into a specific timeline framework. It’s a tool that examines the story of how a customer perceives and relates to the brand or product over time and helps in visualizing the experience of interacting with the brand from the customer’s point of view.

The journey map framework is used as a blueprint to create a narrative that is fleshed-out with user thoughts and emotions. Subsequently, the narrative is integrated into a visualization that is used to communicate insights and guide the product’s design process. Journey maps should always be created to support a business goal & can be broadly split into 3 distinct stages:

Customer Journey Maps Stages
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Customer Journey Best Practices

1. Set Objectives – Understand the goals and set clear objectives about why you are creating a map. This will decide the buyer persona, demographics, and psychographics of who represents your average target group. Having a clear objective with a well-defined persona acts as a constant reminder to direct every aspect of your customer journey towards them.

2. Profile Personas & Define Goals – Conduct research and gather valuable customer feedback either through questionnaires, user testing, surveys, product and service reviews, or one-on-one interviews. The key is to reach out only to customers and prospects & those who are interested in your offerings.

3. Enlist Crucial Touchpoints – Touchpoints are the various channels through which customers interact with your brand. According to the Genesys State of Customer Experience report, fewer than 30 percent of companies track their customers’ channel preferences. Listing down the most common one will be the one most likely to be associated with an action and the one that you need to focus on.
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4. Determine the Resources – It is important to take into account the inventory of resources you have and the ones that you will need to improve the customer’s journey. For instance, a map can highlight gaps in the post-purchase service; this input can be used to influence the internal management team and operational heads to implement the right customer service tools in place and manage customer demands more efficiently.

5. Create Cross-touchpoint Activities – While the design is important, the focus is to create an efficient journey map that includes cross-touch point activities, including support for multimodal interactions, moving from self-service to an assisted service, proactive notifications, and status reminders. All of these increase operational efficiency and shape customer behavior by reducing the effort and stress involved in connecting via individual touchpoints.

6. Incorporate Predictive Routing – A proactive route to create a smooth and seamless customer experience is to incorporate predictive routing to drive optimal journey maps with AI & Machine Learning. Predictive routing incorporates these technologies to gather data and create the best customer to destination match and helps in identifying the factors that influence customer-to-business interactions while optimizing operations.

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7. Explore Technologies & Designs That Enhance Experiences – Emerging technologies and platforms can greatly influence customer perceptions. Explore how real-time journey analytics, wearables, internet-of-things devices, and conversational interfaces can optimize your CX. Anticipate new experiences through exploratory design. Spur innovation with interactive wireframes, online testing, prototypes, and direct observation of journeys.

Customer journey maps are beneficial in facilitating a common business understanding of how customers should be treated across all channels, including pre-sales, logistics, distribution, and post-sales. And in breaking down ‘organizational silos’ for a more open and wider customer-focused communication. Here are a few instances of how brands optimized business and operational efficiency with customer journey maps.

Brands who Differentiated with Customer Journey

Adobe is mirroring its creative design tool prominence into reimagining its office space to inspire a cross-functional working culture that best aligns with their organizational goals, objectives, and values.

One of the core values of Metro Bank is to offer impeccable service and convenience in its domain. It brings to life its brand promise by providing employees the means and approvals to identify ways to kill bank rules that don’t work with their audience.

IKEA’s journeys address the friction that arises from navigating a massive parking lot or the extremely challenging path through the store with peak moments of satisfaction. For instance, it gives certain, especially widely desirable items at a huge discount what it calls a “gasp price” at such an affordable price that it takes customers’ breath away.

To win over and satisfy the ever-evolving needs of the digital-savvy consumer today requires deep insights, with a passion for designing distinct and personalized customer experiences, and infuse these experiences across the customer lifecycle.

Given the value customer journey maps can drive, its scope to scale the business performance for enterprises across industries is evident. But having them is not enough; executing them to simplify the lives of your customers is the key.

This article is inspired by the detailed write-up on ‘Customer Journey Best Practices for 2020’ on Robosoft Technologies blog.


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